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Hedge Funds Similar to MARSHFIELD ASSOCIATES

13F Portfolio OverlapQ1 2026MARSHFIELD ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

MARSHFIELD ASSOCIATES is an institutional investor managing $5.0B across 17 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MARSHFIELD ASSOCIATES are Bretton ,, Obion, PineStone Asset, with shared positions in $ROST, $AZO, $PGR, $UNH, $TJX, $NVR. The full ranking of 25 similar funds is below.

#1Bretton Capital Management, LLCActive
Substantial overlap · 7 shared positions
$ROST$AZO$PGR$UNH$TJX$NVR
$109M
18 positions
#2Obion Capital Management LPActive
Notable overlap · 3 shared positions
$AZO$ORLY$MCO
$101M
15 positions
#3PineStone Asset Management Inc.Smart money
Notable overlap · 4 shared positions
$AZO$MCO$TJX$UNH
$14.2B
44 positions
#4JLB & ASSOCIATES INCPassive
Notable overlap · 5 shared positions
$ROST$TJX$ORLY$EXPD$PGR
$696M
70 positions
#5FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$ROST$FAST$PGR$AZO
$4.5B
92 positions
#6WEIK CAPITAL MANAGEMENTActive
Notable overlap · 5 shared positions
$PGR$TJX$ORLY$UNH$DIS
$251M
90 positions
#7INKWELL CAPITAL LLCActive
Notable overlap · 5 shared positions
$DIS$PGR$DPZ$MCO$UNH
$98M
31 positions
#8Sierra Legacy GroupPassive
Notable overlap · 3 shared positions
$ROST$CMI$TJX
$131M
77 positions
#9Long Road Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$ORLY$FAST$EXPD$MCO
$255M
78 positions
#10Alapocas Investment Partners, Inc.Active
Notable overlap · 3 shared positions
$MCO$TJX$DPZ
$132M
20 positions
#11Quantum Capital Management, LLC / NJActive
Notable overlap · 3 shared positions
$MCO$NVR$FAST
$781M
34 positions
#12Madison Asset Management, LLCPassive
Notable overlap · 4 shared positions
$ACGL$ROST$EXPD$PGR
$8.1B
349 positions
#13Focused Investors LLCActive
Notable overlap · 3 shared positions
$UNH$TJX$DIS
$3.1B
22 positions
#14Masterton Capital Management, LPActive
Notable overlap · 3 shared positions
$DPZ$TJX$ROST
$110M
19 positions
#15Shelter Rock Management, LLCActive
Notable overlap · 3 shared positions
$ORLY$TJX$AZO
$94M
35 positions
#16MCDONALD CAPITAL INVESTORS INC/CASmart money
Notable overlap · 3 shared positions
$PGR$FAST$EXPD
$1.5B
21 positions
#17Fiera Capital CorpActive
Notable overlap · 4 shared positions
$MCO$AZO$TJX$UNH
$29.2B
412 positions
#18Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$ORLY$NVR$DIS
$568M
24 positions
#19Bowie Capital Management, LLCActive
Notable overlap · 3 shared positions
$UNH$ORLY$MCO
$2.7B
36 positions
#20Vantage Investment Partners, LLCActive
Notable overlap · 3 shared positions
$UNH$ORLY$FAST
$1.4B
64 positions
#21Ironvine Capital Partners, LLCActive
Notable overlap · 4 shared positions
$MCO$ORLY$UNH$DIS
$910M
56 positions
#22NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$ACGL$ORLY$TJX
$94M
39 positions
#23WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$CMI$TJX$EXPD
$347M
33 positions
#24Osprey Private Wealth LLCActive
Notable overlap · 4 shared positions
$TJX$AZO$PGR$DIS
$345M
77 positions
#25Giverny Capital Inc.Active
Notable overlap · 3 shared positions
$PGR$NVR$DIS
$2.7B
51 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.